+3,219.4%
ALM vs UEC
+933.9%
+2,285.5%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +3.0% | +5.8% | +8.4% |
| 7D | +8.4% | +2.6% | +5.8% | +8.1% |
| 30D | +34.8% | +5.6% | +29.2% | +33.7% |
| 3M | +16.2% | -5.7% | +21.9% | +17.0% |
| 6M | +2.1% | -8.0% | +10.2% | +3.5% |
| YTD | +117.0% | +1.8% | +115.2% | +118.4% |
| 1Y | +313.9% | +0.6% | +313.3% | +316.8% |
| 3Y | +2,327.9% | +155.2% | +2,172.8% | +2,123.5% |
| 5Y | +1,040.6% | +305.8% | +734.8% | +863.9% |
| 10Y | +3,219.4% | +943.0% | +2,276.5% | +3,197.8% |
| All | +3,219.4% | +933.9% | +2,285.5% | +3,197.8% |
Cumulative growth
Daily Returns
Daily percentage return beside UEC.
Daily Out/Under-Performance
Portfolio return minus UEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UEC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded UEC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling